Welcome to quick books

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This is a very basic introduction to QuickBooks for everyone. Learn to manage your finances for business or personal use.

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Welcome to quick books

  1. 1. By Lynn Crossman EDT 02
  2. 2. Lesson 1 <ul><li>Getting Started </li></ul>
  3. 3. <ul><li>To gain an overview of the course and the topics to be covered </li></ul><ul><li>To know how QuickBooks works and how to get around </li></ul><ul><li>See how to exit properly </li></ul>
  4. 4. Introducing QuickBooks <ul><li>Using forms </li></ul><ul><ul><li>You record most of your daily business transactions on a QuickBooks form, which looks just like a paper form. i.e., invoices, checks </li></ul></ul><ul><li>Using lists </li></ul><ul><ul><li>The list is another basic feature. You fill out most entries by selecting from a list. Customer lists, vendor lists, employee lists, etc. </li></ul></ul><ul><li>Using registers </li></ul><ul><ul><li>Registers contain all the activity in one account. Cash, accounts receivable, accounts payable. </li></ul></ul>
  5. 5. Getting around in QuickBooks <ul><li>In this section, you will learn how to do the following: </li></ul><ul><ul><li>Find information to help you get started </li></ul></ul><ul><ul><li>Manage your open windows </li></ul></ul><ul><ul><li>Compare windows side by side </li></ul></ul><ul><ul><li>Customize navigation features </li></ul></ul><ul><ul><li>Use the customer, vendor, and employee centers </li></ul></ul><ul><ul><li>Finding information to help you get started </li></ul></ul><ul><ul><ul><li>The Learning Center contains a number of video tutorials. </li></ul></ul></ul>
  6. 6. Getting around in QuickBooks <ul><li>Manage your open windows </li></ul><ul><ul><li>QuickBooks displays one window at a time </li></ul></ul><ul><li>Using the menu bar </li></ul><ul><ul><li>You can find all the commands on the menu bar </li></ul></ul><ul><li>Using the icon bar </li></ul><ul><ul><li>The icon bar allows you to manage your business more quickly </li></ul></ul><ul><li>Using the navigation bar </li></ul><ul><ul><li>The navigation bar provides quick access to the centers and onscreen help. </li></ul></ul>
  7. 7. Getting around in QuickBooks <ul><li>Making the homepage your starting point </li></ul><ul><ul><ul><li>The homepage provides a flowchart, a graphical presentation of a workflow, organized in logical groups </li></ul></ul></ul><ul><ul><ul><li>The QuickBooks coach can guide you through the workflows on the home page. (see next slide) </li></ul></ul></ul><ul><ul><ul><ul><li>Notice the Vendor Center , Customer Center , and Employee Center buttons on the left & the corresponding arrows designating a flowchart of activities </li></ul></ul></ul></ul>
  8. 9. Exiting QuickBooks <ul><li>To exit QuickBooks </li></ul><ul><ul><li>From the File menu click close company </li></ul></ul><ul><ul><ul><li>Then click Exit </li></ul></ul></ul><ul><li>To make a backup copy </li></ul><ul><ul><li>From the File menu , choose save copy or backup </li></ul></ul><ul><ul><ul><li>Save the copy to a CD or USB drive </li></ul></ul></ul>
  9. 10. Thank you for your interest in QuickBooks! <ul><li>Please email your instructor with any comments, questions or concerns : </li></ul><ul><ul><ul><li>[email_address] </li></ul></ul></ul>

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